CRM - SALESFORCE INC
This page shows which of the focused investors we track hold CRM and how their positions changed, so you can see how much conviction the group has in the stock.
In Q1 2023 it was held by 14 managers with an aggregate reported value of $6.23B, which is 0.60% of the combined portfolio.
As of Q1 2023, 14 tracked institutional managers held CRM (SALESFORCE INC) with an aggregate reported value of $6.23B — 0.60% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2023
- Ticker
- CRM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Polen Capital Management - Polen Capital Management | 5.54% | Add +0.3% | 10,514,664 | $2.1B |
| 2 | Bill Nygren - Oakmark Funds | 2.99% | Reduce -5.3% | 7,714,470 | $1.54B |
| 3 | ValueAct Capital - ValueAct Capital | 11.34% | Add +522.3% | 3,486,309 | $696.49M |
| 4 | Vulcan Value Partners - Vulcan Value Partners | 6.15% | Reduce -11.5% | 2,433,975 | $486.01M |
| 5 | Stephen Mandel - Lone Pine Capital | 3.76% | Add +270.7% | 2,035,296 | $406.61M |
| 6 | First Eagle - First Eagle Investment Management | 1.05% | Add +0.1% | 1,988,338 | $397.23M |
| 7 | Lee Ainslie - Maverick Capital | 4.41% | New | 872,063 | $174.22M |
| 8 | Daniel Loeb - Third Point | 2.62% | New | 800,000 | $159.82M |
| 9 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.99% | Reduce -28.4% | 431,448 | $86.19M |
| 10 | Robert Vinall - RV Capital GmbH | 23.05% | - | 303,243 | $60.58M |
| 11 | David Tepper - Appaloosa Management | 3.06% | Reduce -3.3% | 290,000 | $57.94M |
| 12 | Wallace Weitz - Weitz Investment Management | 1.61% | - | 140,000 | $27.97M |
| 13 | Josh Tarasoff - Greenlea Lane Capital | 9.54% | Reduce -44.2% | 119,595 | $23.89M |
| 14 | Hillman Value Fund - Hillman Value Fund | 3.13% | Add +1.1% | 41,446 | $8.28M |
Loading holder history for CRM…